Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
Payment Security Report
The inaugural edition of Strategic Treasurer’s Payment Security Report examines the growing role of treasury in protecting organizational payments within an increasingly complex and interconnected environment. Drawing on Strategic Treasurer’s research and industry expertise, the report provides treasury and finance leaders with practical insight into building more resilient, coordinated, and adaptive payment security programs.
Head-2-Head: Bank Connectivity, ISO 20022, and Formats
June 2 at 11 AM EDT
This session will examine how fintechs are using modern connectivity platforms to help treasury teams navigate change and take advantage of new connectivity models. The discussion will show how evolving technologies, standards, and formats support more efficient data exchange, improved transparency, and better alignment between banks and corporate systems.
1.2 CTP credits available.
#308 – Shifts and Conflicts in Today’s Economy – A Conversation with Dr. William Chittenden
Despite recent data, many people still believe inflation is increasing. In today’s podcast, Dr. William Chittenden, President & CEO of SW Graduate School of Banking, will discuss a Harris Poll showing that 55% think the economy is shrinking, 56% believe the US is in a recession, 49% think the S&P 500 is down, and 49% believe unemployment is at a 50-year high. Dr. Chittenden will clarify the economic statistics and explore why these misconceptions exist, covering topics such as inflation, employment, interest rates, and the US national debt.
AI in Treasury & Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The 2025 AI in Treasury & Finance Survey captured the current AI use for treasury activity, as well as future plans, covering agentic AI, generative AI, and AI in general. Download the survey today to access the latest insights on AI in the industry.
Precision & Power: The Role of AI in the Modern Treasury
This ebook provides treasury professionals with a foundational understanding of artificial intelligence and its practical implications for finance. Designed for those looking to engage with AI in practical ways that meaningfully and safely support business functions, this first installment in our series on AI offers clear explanations of key concepts and subtypes, including machine learning, generative AI, and agentic AI.
Our mission is to elevate & enhance the practice of treasury by advising individual clients & informing the industry at large.
Advising Our Clients.
All of our consultants have practical, hands-on experience in corporate treasury environments, having held various senior management and leadership roles in numerous industries. Being able to pull on this experience, our consultants have the ability to understand that solutions and advice must be unique and contextualized to fit your organization’s specific situation. They can walk you through a customized process from beginning to end and answer any questions you have along the way.
Informing the Industry.
Informing the industry is an integral part of what drives our mission. In order for the industry to advance and stay ahead of the chaos of the environment, professionals need to be aware of the leading practices that can help stabilize their companies. We aim to fill this hole by creating our own primary market research. Using this, we are able to give relevant and up-to-date information in our webinars, reports, and visual guides. We can help you fill any gaps you might have in your company.
Global & Domestic Treasury
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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Webinar: Non-Banking Financial Institutions Survey Results | May 12
The inaugural NBFI Survey probed treasury and finance practitioners operating within the private equity, investment, mortgage, and insurance industries. The questions explored the unique financial drivers, challenges, and areas of focus for NBFI organizations heading into the coming years. This webinar will discuss and offer insights on the survey results, covering topics such as exposure management, technology, and pain points within the NBFI treasury community.
#195 – Key Data Points of Fraud, Technology, and Payments
In this episode, Nicki Gillispie and Craig Jeffery of Strategic Treasurer discuss fraud, technology, and payments. What are some of the most recent key data points and items of interest that treasury should know? Listen in to find out more.
Webinar: Working Capital Management Foundations | April 26
All leading organizations manage working capital intentionally. Effective working capital management requires organizational alignment, measurements, and a focus on optimization. This webinar will highlight the key principles of working capital management, including how organizations achieve alignment between areas. It will also discuss several critical measurements of efficiency and use of capital that allow organizations to understand how activities impact their performance. The session will be balanced between core concepts and helpful examples.
Webinar: Securing Payments: Adapting to Old Challenges and New Threats | April 21
Payment professionals are often focused on two key goals: efficiency and security. These goals can seem to be in conflict, as the long-term focus on efficiency is confronted with new requirements for compliance, control, and external security. Newer threats and attacks on payment systems increase the concerns for how companies protect their payments and payment processes. This session will highlight these issues and help identify multiple strategies that can help your organizations accomplish these two seemingly competing goals.